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Everything you need to learn the platform at your own pace. Each topic has short videos with captions, and a handbook you can read here, open in a new tab, or download. New to Dial AI? Start with the platform tour and the Getting started handbook.

Getting started

1 video · 3 min · handbook, 14 pages

Monitoring

5 videos · 17 min · handbook, 39 pages

Docs

2 videos · 6 min · handbook, 18 pages

Agent

2 videos · 7 min · handbook, 25 pages

Outbound

2 videos · 7 min · handbook, 20 pages

AI helpers for your team

2 videos · 4 min · handbook, 18 pages

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Getting started

A quick look around the platform: where everything is, and what each part is for. Then read the Getting started handbook for a step-by-step guide to your first days.

Platform tour · 3:02

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Monitoring

Dashboards, conversation review, Live View, the Inbox, and posting an outage. Read the docs · Training material page

Dashboards and scheduled reports · 4:19

Reviewing a conversation · 3:39

Live View · 3:05

Work your Inbox · 3:17

Posting an outage · 2:40

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Docs

Search the documents the AI agent answers from, and keep documents and FAQs up to date. Read the docs · Training material page

Search your documents · 2:24

Update documents and FAQs · 3:50

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Agent

Set the AI agent’s hours and holidays, and plan your team’s coverage around it. Read the docs · Training material page

Set the AI agent's hours and holidays · 4:00

Plan workforce coverage around the AI agent · 3:10

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Outbound

Launch a voice campaign, read its results, manage Do-Not-Call, and send email campaigns. Read the docs · Training material page

Launch a voice campaign · 3:48

Results, Do-Not-Call and email campaigns · 3:26

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AI helpers for your team

Ask the analyst agent about your calls, and get its reports on a schedule.

Ask the analyst agent · 2:44

Scheduled agent reports · 1:38

Can’t find what you need? Use Support at the top of any page to send us a message, or email support@dialai.ca.